Insights

EP 148 | Design Your Career for Wealth with Kim Bohr

EP 148 | Design Your Career for Wealth with Kim Bohr

Welcome to episode 148 of Profit Boss® Radio! In this episode, I had the opportunity to interview Kim Bohr. Kim Bohr is the CEO of The Innovare Group, a certified executive advisor, and a sought-after speaker. She combines 20 years of practical business experience as...

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10 Steps to Ensure You Won’t Outlive Your Money

10 Steps to Ensure You Won’t Outlive Your Money

Good morning and happy Friday! Quality of life during retirement and end-of-life planning are some of the top concerns my clients have. I put together this infographic to help you map out what steps you can take to ensure you won't outlive your money, and be able to...

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Dodd-Frank: Shaken, Not Stirred

Dodd-Frank: Shaken, Not Stirred

Think your martini's the only thing on the rocks? Think again. Now, thanks to a recent executive action, the unified fiduciary standard might be too. What does it mean to you? I know you’ve heard this, but there are financial advisors (like me) who act as fiduciaries...

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The Misogyny That Keeps Women Broke

The Misogyny That Keeps Women Broke

Ladies, listen up! Stop allowing yourselves to be treated like second-class citizens! More to the point: stop behaving like a second-class citizen. There’s more to women’s rights than equal pay and control over your reproductive organs. What about the fact that we, as...

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How to Double Your Productivity and Grow Your Wealth

How to Double Your Productivity and Grow Your Wealth

It’s December, and most of us are taking time to not only reflect on the past, but also plan for the future. As you consider your lessons from 2015 and how life will be different in 2016, one of the most important things to discover is the power of productivity. We’re...

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How to Pay Less for College

How to Pay Less for College

Fall 2017 is less than a year away. Are you armed with strategies to pay less for college? If you want to know how to pay less for college, there are some little known secrets you should pay attention to. It’s easy to get caught up in your child’s senior year...

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How to Lose Money

How to Lose Money

I'm proud to say that Dr. Markowitz sits on my Investment Committee and that his significant knowledge of the financial markets contributes directly to my client portfolios. This article is adapted and re-printed, with permission. How To Lose Money by Harry Markowitz,...

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